AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
-$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,761
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$7.5M
3
+$5.93M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$5.84M
5
APG icon
APi Group
APG
+$5.63M

Top Sells

1
+$14.7M
2
+$13.5M
3
+$9.34M
4
DIS icon
Walt Disney
DIS
+$8M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.84M

Sector Composition

1 Industrials 16.99%
2 Consumer Discretionary 10.91%
3 Technology 10.85%
4 Financials 10.76%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$193K 0.01%
15,000
727
$190K 0.01%
3,410
728
$190K 0.01%
14,625
729
$190K 0.01%
1,901
730
$190K 0.01%
4,112
731
$188K 0.01%
715
732
$187K 0.01%
15,949
733
$185K 0.01%
1,540
+367
734
$184K 0.01%
3,683
+1,245
735
$184K 0.01%
2,255
-56
736
$183K 0.01%
14,000
+4,000
737
$183K 0.01%
1,126
-54
738
$182K 0.01%
1,492
739
$182K 0.01%
+20,970
740
$181K 0.01%
4,761
-1,438
741
$180K 0.01%
1,785
742
$180K 0.01%
10,508
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743
$179K 0.01%
4,379
-2,367
744
$179K 0.01%
2,478
+330
745
$178K 0.01%
182
746
$177K 0.01%
+10,294
747
$177K 0.01%
4,640
748
$177K 0.01%
18,098
749
$176K 0.01%
2,125
-91
750
$176K 0.01%
18,002
+2,000
28 29
30
31 32